Teaching an undergraduate economics course, Money, Banking, and Finance, Fall 2024.

Utilized broad investment expertise covering equity, fixed-income, and asset-allocation strategies, providing clients with clear, well-written reports to assist in making investment decisions. Conducted quantitative and qualitative analysis, including Interviewing portfolio managers and conducting on-site due diligence visits. Used Morningstar’s databases, presented ratings and research to external institutional clients and internal investment management group.

Collaborated with trust administrators, attorneys, and financial advisors to achieve the strategic objectives of each trust. Determined asset allocations for discretionary accounts based on trust objectives.➣ Researched trends and provided supporting and evidentiary documentation to clients, reassuring trustees and trust beneficiaries during the 2007-2009 credit crisis.➣ Managed a book of > $200M in individual-security trust and foundation portfolios, acting for the benefit of beneficiaries and remaindermen. Continued to meet the terms of each trust, despite one of the worst bear markets in U.S. history.➣ Served on the trust company’s equity committee, providing analytics for the approval and monitoring of equities for inclusion in the company’s buy list.➣ Researched and recommended equities for inclusion in the trust company’s approved Buy List.

Identified development-stage and mature biotech companies by researching treatment markets, meeting with management, and consulting with physicians. Also covered REITs. Wrote individualized company research reports.➣ Modeled company product and financial performance, projected earnings, and valued companies, basing data on product pipelines and/or earnings.➣ Produced marketed research, providing institutional investors and financial advisors with insights necessary to make educated decisions in their investment strategies.➣ Applied financial expertise in analyzing companies and product markets, delivering recommendations to key stakeholders and investors.➣ Awarded 2005 Institutional Sales Force Vote for providing highest level of research support.➣ Published an industry report on the osteoporosis treatment market, analyzing the prospects of a number of existing and prospective pharmaceuticals.

➣ Conducted in-depth research and analysis on mutual funds, providing recommendations on holdings- and returns-based analyses.➣ Structured partnership and licensing agreements for proposed joint ventures, leading negotiations on proposed three-party joint venture and negotiating details of individual agreements.➣ Participated in the establishment of new operations in Europe, assisted in structuring partnership agreements, and developed relationships with a variety of potential partners and institutional customers. ➣ Collaborated on the development of global mutual-fund ratings, categorization, and style methodologies, paving the way for implementation in multiple countries.➣ Interviewed fund managers, analyzed fund holdings, strategies, and performance records, writing research reports covering real-estate, U.S. equity and international equity mutual funds. Published into company’s subscription product, Morningstar Mutual Funds.➣ Developed ethical guidelines and written standards for Morningstar analysts as part of company-wide strategy team, leading to creation of a firewall between research and consulting teams that prevented conflicts of interest.➣ Quoted multiple times in The Wall Street Journal, Barron’s, Smart Money, and Money and appeared on television as a mutual-fund expert 12+ times on CNBC, CNN, and PBS.➣ Developed and conducted investment workshops, training financial advisors and individual investors on how to analyze mutual funds and use Morningstar’s data.